电子日报：谷歌携手联发科开发下一代张量处理单元

Investment Rating - The industry investment rating is "Positive," with expectations that the overall return of the industry will exceed the CSI 300 Index by more than 5% in the next six months [9]. Core Insights - Google is collaborating with MediaTek to develop the next-generation Tensor Processing Unit (TPU), which is expected to begin production at TSMC next year [8]. - The electronic sector shows varied performance, with brand consumer electronics up by 0.90%, while passive components decreased by 0.13% [4]. - Notable stock performances include Fuhang Micro (+14.70%), Shengyi Electronics (+13.90%), and Jingquanhua (+10.01%) [4]. Sub-industry Ratings - The report includes sub-industry ratings and recommended companies, although specific details on these ratings are not provided in the extracted content [3]. Company Performance Summaries - Aohong Electronics reported a revenue of 1,293 million CNY, a 19.45% increase year-on-year, and a net profit of 141 million CNY, up 6.45% [5]. - Bawei Storage plans to raise up to 1,900 million CNY through a specific stock issuance for expansion projects [5]. - Tongfeng Electronics achieved a revenue of 128.8 million CNY, an 18.91% increase, and a net profit of 9.57 million CNY, up 10.36% [6]. - Xunjiexing reported a revenue of 47.46 million CNY, a slight increase of 2.26%, but a net loss of 1.97 million CNY, a decline of 114.65% [6]. - Xindong Link achieved a total revenue of 405 million CNY, a 27.57% increase, with a net profit of 22.2 million CNY, up 48.21% [8]. - Huazheng New Materials reported a revenue of 3.865 billion CNY, a 14.97% increase, but a net loss of 97 million CNY [8].